This workshop will discuss basic U.S. tax concepts and processes to help scholars and students anticipate what their tax liability will be, as well as their annual tax filing obligations and what resources are available to meet these obligations. 

• understanding what graduated tax rates are
• understanding the difference between income and payroll (FICA) taxes
• determining your tax residency status (Nonresident Alien vs Resident Alien for Tax Purposes) and implications for your tax liability
• identifying potential tax treaty benefits
• recognizing the different processes for federal vs state tax filing obligations
• interpreting the different tax forms (W-4, W-2, 1042-S, etc.)
• learning the timeline for completing your required federal and state tax returns
• understanding basic resources available to help you in completing your tax returns

DATE: February 2024

• Recorded webinar | Presentation slides

This workshop is for all F students and J Exchange Visitors who were present inside the U.S. for at least one day during the prior tax year in F or J status, are Nonresident Aliens for federal tax purposes, AND have no U.S. source income. If you meet all three of these conditions, your only U.S. federal tax filing obligation is completing the Form 8843 (dependents must file this form as well). The workshop will review tax filing obligations, tax residency determination, and then proceed step-by-step in filling out the Form 8843 from both an F/J student perspective and a J scholar perspective.

DATE: February 2024

• Recorded webinar 
• Form 8843 directions/sample

Professor Steve Gill, San Diego State University, Fowler College of Business faculty member, and Douglas Kelley, Accounting Lecturer at San Diego State University and Coordinator for the San Diego State University VITA program, will present on federal tax filing requirements for Nonresident Aliens for Tax Purposes and using Glacier Tax Prep software in preparing nonresident alien tax returns.

DATE: March 2024

• Recorded webinar | Presentation slides

• Representatives from the California Franchise Tax Board will be present
• Ideally students and scholars should complete their federal tax returns prior to attending this workshop and may want to bring them for reference. This session will NOT be recorded.

DATE: March 2024

• Presentation slides
• Form 540NR example

This session for new international students covers topics like how to set up a U.S. bank account, how to pay tuition and fees, some basics about paying taxes, and more.

• Recorded webinar